Sage 100

Does anyone know why Aatrix doesn't let you change the AZ state withholding number to something other than their Federal tax ID #? I have a client who is getting very frustrated that it doesn't print their state ID on their W-2's, which did print last year in box 15 (now it prints the federal EIN). See the attached screen shot from the ""state and local tax items"" screen in eFiling. At the bottom it states that ""For your withholding and W-2 account number for AZ, your federal EIN is required"" and the tax account number cannot be edited. Also, if I add AZ to another system, it gives me the same results, defaulting the federal EIN and not allowing modification. Leads me to believe that this is a requirement specific to AZ, but the client says they've printed the state ID in the past. Help!

I think I might have an answer for this. In the past there was a setup to allow you to change this ID numbers but that setup screen does not appear. How you get back to that screen is a bit of a pain. You go into efiling but instead of choosing State or Federal on the top left you choose ""Existing Reports"" . Click Accept. The next screen that comes up has a setup button in the top right. This allows you to change these account / id numbers.

Thanks @LarryBradford. Unfortunately, that's the screen that I was already in, which states that the Federal EIN is required for AZ. It doesn't let you change it in the existing reports setup screen or when doing a new form. But, that is a quicker way to get to that screen!

This probably falls under the category where you suggest that your client verify what ID belongs in the box with their tax advisor, but maybe the following will help explain what's going on. As an Arizona employer, I make payroll withholding deposits in Arizona. When I report those deposits in the AZ DOR (Dept of Revenue) website, the Taxpayer EIN I use is my Federal ID. So it sort of follows that all the state W-2s should tie back to that. Although I have separate state IDs for Sales tax and Unemployment Insurance, the AZ DOR website does not use those for W-2 related filings. So I guess I am saying that it is probably not a software malfunction, but they should call their tax people to verify the correct ID to use. I believe we used to report using separate FED and AZ EINs, but not currently.

Spoke to our CPA firm, and they confirmed that Federal EIN is used on AZ W-2s.

Thanks @ChrisStAmand! That's exactly what I was hoping to hear. You confirmed my hunch, that yes, that IS what's supposed to be printed there.

It would be nice if the user was notified that an override was taking place.